IE00B4L5Y983 vs VGWE: fund overlap
ETF comparisons / IE00B4L5Y983 vs VGWE
iShares III Plc - iShares Core MSCI World UCITS ETF compared with Vanguard FTSE All-World High Dividend Yield UCITS ETF - USD Acc
iShares III Plc - iShares Core MSCI World UCITS ETF
Vanguard FTSE All-World High Dividend Yield UCITS ETF - USD Acc
566 companies held in both funds
| Shared company | IE00B4L5Y983 | VGWE |
|---|---|---|
| JPMorgan Chase & Co JPM | 1.06% | 1.61% |
| ExxonMobil Holdings Corporation 2670549D | 0.74% | 1.34% |
| JOHNSON & JOHNSON JNJ | 0.71% | 1.44% |
| AbbVie Inc ABBV | 0.51% | 1.05% |
| CISCO SYSTEMS, INC. CSCO | 0.50% | 1.09% |
| Bank of America Corp BAC | 0.47% | 0.89% |
| UnitedHealth Group Inc UNH | 0.43% | 0.88% |
| Chevron Corp CVX | 0.41% | 0.72% |
| HSBC Holdings PLC HSBA | 0.39% | 0.77% |
| THE PROCTER & GAMBLE COMPANY PG | 0.39% | 0.81% |
| Home Depot Inc/The HD | 0.37% | 0.82% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.36% | 0.54% |
| THE COCA-COLA COMPANY KO | 0.36% | 0.74% |
| Philip Morris International Inc PM | 0.34% | 0.66% |
| Royal Bank of Canada RY | 0.33% | 0.68% |
| Novartis AG NOVN | 0.32% | 0.69% |
| Wells Fargo & Co WFC | 0.30% | 0.60% |
| Texas Instruments Inc TXN | 0.29% | 0.64% |
| AstraZeneca PLC AZN | 0.29% | 0.66% |
| MORGAN STANLEY MS | 0.29% | 0.55% |
| SHELL PLC SHEL | 0.29% | 0.51% |
| Nestle SA NESN | 0.28% | 0.62% |
| Mitsubishi UFJ Financial Group Inc. 8306 | 0.28% | 0.51% |
| CITIGROUP INC. C | 0.25% | 0.45% |
| Siemens AG SIE | 0.25% | 0.56% |
Based on the holdings compared above
IE00B4L5Y983 and VGWE overlap by 34.1% by weight, across 566 shared companies.
The largest companies held in both funds are JPMorgan Chase & Co, ExxonMobil Holdings Corporation, JOHNSON & JOHNSON, AbbVie Inc, CISCO SYSTEMS, INC..
Holding both means 34.1% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
IE00B4L5Y983 has a 0.20% expense ratio and VGWE has 0.29%.
IE00B4L5Y983 has a weighted P/E of 22.8 and VGWE has a weighted P/E of 17.5.
See the companies and duplicated exposure across every fund you hold.